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User-Experience-Designer Pack
Vendor: Salesforce
Exam Code: User-Experience-Designer
Exam Name: Salesforce Certified Platform User Experience Designer
Exam Questions: 210
Last Updated: October 4, 2025
Related Certifications: User Experience (UX) Designer
Exam Tags: Intermediate Salesforce UX DesignersSalesforce engineerSalesforce Administrator
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Free Salesforce User-Experience-Designer Exam Actual Questions

Question No. 1

Financial advisor should be able to access a customer's record in Sales Cloud and see all potential business opportunities related to each individual customer. The bank does not have any corporate or business customers at this time.

How should a UX Designer suggest the bank represent its customers within its Salesforce instance?

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Correct Answer: A

A standard person account object is the best option for representing the bank's customers within its Salesforce instance. A person account is a type of account that represents an individual rather than a company. Person accounts are a hybrid of the account and contact objects, combining their characteristics into one. They allow the bank to store information that applies to humans, such as first and last names, email, phone, address, etc. When a person account is created, a contact is automatically created and associated with the account. Person accounts are the Salesforce official model for representing an individual and can be used alongside business accounts for B2B and B2C activities.In Financial Services Cloud, person accounts can be used for a simplified, customizable user experience1. A person account can also have related opportunities, which are potential sales or revenue-generating events.This way, the financial advisor can access a customer's record and see all potential business opportunities related to each individual customer2.

The other options are not suitable for the bank's scenario. A standard lead object is a prospect or potential customer who has expressed interest in the bank's products or services, but has not yet qualified as a sales opportunity.A lead can be converted into an account, a contact, and an opportunity when it is ready to be pursued3. However, the bank does not need to use leads to track its customers, as they are already existing customers who have accounts with the bank. A standard opportunity object is a sales or revenue-generating event that is related to an account. An opportunity can have multiple stages, products, amounts, and probabilities of closing.An opportunity can also be linked to a campaign, which is a marketing initiative to generate leads or contacts4. However, the bank cannot use opportunities alone to represent its customers, as they are not standalone objects, but rather depend on accounts. A standard account object is a company or organization that the bank does business with. An account can have multiple contacts, which are the people who work at the account and interact with the bank.An account can also have related opportunities, cases, activities, and other records5. However, the bank does not have any corporate or business customers at this time, so using standard accounts would not reflect the nature of its individual customers.


Convert Salesforce Business Accounts to Person Accounts, In Financial Services Cloud, Person Accounts can be used for a simplified, customizable user experience.

Person Accounts - Salesforce, Person Accounts Sales Cloud Basics Content Close Select Filters Product Area Feature Impact Edition Developer Edition Enterprise Edition Essentials Edition Professional Edition Unlimited Edition Experience Salesforce Classic Mobile Lightning Experience Done 632 Results Configure Access to Thanks Badges Set Up WDC Configure Thanks in the Chatter Publisher and Salesforce Mobile App... Build a Culture of Recognition with WDC Manage WDC Enable or Disable WDC Settings WDC Editions and Permissions Skills Limitations Skills Customization Recommended WDC Profiles Recommended WDC Permission Sets Enable WDC Features Configure WDC Assign WDC Only User Licenses Assign WDC Licenses Configure WDC Features Assign a WDC Administrator Create a Support Case Considerations for Setting Up WDC Thanks and Skills Features Assign Publisher Layout to Profiles Assign WDC User Feature Licenses Assign WDC Profiles Assign WDC Permission Sets Endorse a Skill Via Record Detail Pages Add a Skill Via Record Detail Pages Remove a Skill Via Record Detail Pages Schedule Reminders to Update Opportunities View a List of the Accounts or Opportunities in Your Territories Things to Know About Enterprise Territory Management Territory Type Priority Optimizing Your Territory Model Continuously Designing Territory Models Territory Model Managing Territories Enterprise Territory Management Concepts Planning and Managing Territories Territory Model State Territory Type Territory Hierarchy Bird's-Eye View of Planning and Managing Territories Report on Territories with Assigned Users Report on Territories Without Assigned Accounts Run Assignment Rules for a Territory Reporting on Territories Report on Users Not Assigned to Territories Report on Summarizable Account Fields by Territory Enterprise Territory Management Identify Territory Users by Territory Role Territory Run the Opportunity Territory Assignment Filter Preview Territory Assignments for Accounts Report on Accounts Assigned to Territories Manage Territories with Enterprise Territory Management View and Manage Assignment Rules at the Territory Model Level Enterprise Territory Management: What's Different or Not Available... Show Your Reps Other Users Assigned to Their Leads' Territories Enable Features for Enterprise Territory Management Maintain Enterprise Territory Management Find Out Which Territories an Assignment Rule Applies To Enable Enterprise Territory Management Report on the Accounts and Opportunities in Your Territories Explore Your Company's Territory Model Identify Users in Territories Assigned to Accounts Enable Filter-Based Opportunity Territory Assignment Identify an Account's Sales Territories Disable Enterprise Territory Management How Account Assignment Rules Work How Do Permissions for Territories Affect Feature and Data Access? Requirements for Assigning Opportunities to Territories Manually Assigning Opportunities to Territories Manually Delete a Territory Model Create a Territory Model Record Preparing Sales Management for Territory Reporting Setting Up and Managing Territory Assignments Define Default User Access for Territory Records

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Question No. 2

A UX Designer creates a set of patterns and guidelines for including visual indicators letting a user know which form fields are required.

Which Usability Heunstic is being used in this case?

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Correct Answer: A

Visibility of system status is the usability heuristic that is being used in this case.Visibility of system status means that the system should always keep users informed about what is going on, through appropriate feedback within reasonable time1. One way to apply this heuristic is to use visual indicators to let users know which form fields are required, such as asterisks, labels, or colors. This helps users to understand the expectations and requirements of the system, and to avoid errors or confusion. By providing clear and timely feedback, the system enhances the user experience and satisfaction.Reference:Learn About User Experience Design Unit | Salesforce Trailhead, [10 Usability Heuristics for User Interface Design],Salesforce User Experience (UX) Designer Certification Guide & Tips


Question No. 3

A UX Designer is working on a series of custom Salesforce components for a new website.

In which way could the designer accelerate the visual design process?

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Correct Answer: C

The Salesforce Lightning Design System (SLDS) is a collection of design guidelines, components, and resources that enable developers and designers to build consistent, high-quality, and responsive user interfaces across the Salesforce platform. The SLDS provides UI kits and plugins for popular design and prototyping tools, such as Sketch, Adobe XD, and Figma, that allow designers to quickly create mockups and wireframes using the SLDS components and styles. By leveraging the SLDS, the designer can accelerate the visual design process and ensure alignment with the Salesforce brand and best practices.Reference:

[Salesforce Lightning Design System]

[UI Kits and Plugins]

[UX Designer Certification Prep: Visual Design]


Question No. 4

Cloud Kicks has a text information-rich Salesforce org. The company wants to maximize the content on every screen because most of its employees use laptops with limited screen space.

Which global user interface setting should be used to solve this problem?

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Correct Answer: B

Compact display density is a global user interface setting that allows users to view more content on every screen by reducing the amount of space between page elements and aligning the field labels to the left of the fields. Compact display density is suitable for text information-rich Salesforce orgs, such as Cloud Kicks, that want to maximize the use of limited screen space on laptops.Compact display density can be set as the default for the org by the system admins, or chosen by individual users from their profile menu1.

Comfy display density is another global user interface setting that provides a spacious view with labels on the top of fields and more space between page elements. Comfy display density is suitable for orgs that want to emphasize readability and clarity, or that have more complex or interactive fields.Comfy display density is not the best option for Cloud Kicks, as it would reduce the amount of content that can be displayed on each screen1.

Enable collapsible sections is a feature that allows users to collapse or expand sections on a record page layout. Collapsible sections can help users focus on the most relevant information and reduce scrolling. However, collapsible sections are not a global user interface setting, but a page layout option that can be configured by the admins.Collapsible sections can be used in combination with either comfy or compact display density, but they do not affect the alignment of the field labels or the spacing between the page elements2.


Question No. 5

A UX Designer wants to adopt scalability and consistency by no longer hard-coding values in designs, such as hex values for colors and pixel values for spacing.

What should be used or created to leverage named entities that apply design attributes to components and applications?

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Correct Answer: B

Design tokens are the visual design atoms of the design system --- specifically, they are named entities that store visual design attributes.We use them in place of hard-coded values (such as hex values for color or pixel values for spacing) in order to maintain a scalable and consistent visual system for UI development1.Design tokens are available for different platforms and frameworks, such as Lightning Web Components, Aura Components, CSS, iOS, and Android2.Design tokens can be customized to apply branding and theming to components and applications3.Utility classes are CSS classes that provide common styling properties, such as margins, padding, borders, and text alignment1. Design patterns are reusable solutions to common design problems, such as navigation, forms, and data visualization.Reference:Design Tokens - Lightning Design System,SLDS Design Tokens | Lightning Web Components Developer Guide | Salesforce Developers,Styling with Design Tokens - Salesforce Developers, [Design Patterns - Lightning Design System]


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